Posts by Rebecca Feeley

On National Coffee Day, it’s a good time to think about how your daily coffee habit might be affecting your financial goals. While grabbing a coffee on the go feels like a small indulgence, the cumulative cost can add up over time. If you spend $4 on coffee every day, that’s $28 a week, around…

Historically, women’s involvement in family finances was limited by societal norms that placed financial responsibility in the hands of men. In the early 20th century, women were often expected to manage household duties while men controlled financial decision-making. However, the economic upheaval of the Great Depression and World War II brought women into the workforce,…

On National Working Parents Day, we celebrate the hard work and dedication it takes to manage both a career and family. Financial stability plays a crucial role in this balancing act, and smart money management can help ease the stress of juggling work and home life. Here are some financial tips for working parents: 1.…

In the fast-paced world of high achievers, time is the most valuable asset. Mastering time management is crucial not just for advancing your career, but also for achieving financial success and personal fulfillment. By optimizing your day with effective time management techniques, you can maximize productivity, maintain a healthy work-life balance, and make more informed…

The Origins of Labor Day Labor Day, celebrated on the first Monday in September, has its roots in the late 19th-century labor movement. It was established to honor the contributions of American workers who fought for better working conditions, fair wages, and reasonable hours. The first Labor Day parade was held on September 5, 1882,…

Health discipline and financial discipline are two areas of life that are deeply interconnected, often more than people realize. Both require a commitment to long-term goals, consistent habits, and the ability to delay gratification. By understanding the parallels between maintaining physical health and financial well-being, individuals can strengthen their approach to both areas, leading to…

Self-employed professionals face unique financial challenges that require careful planning and disciplined management. Unlike traditional employees, self-employed individuals often have irregular income streams, higher tax liabilities, and a lack of employer-sponsored benefits. Effective financial planning can help navigate these challenges, ensuring both short-term stability and long-term success. Here’s a comprehensive guide to financial planning for…

High net worth individuals have numerous opportunities to maximize their tax benefits through strategic planning. Utilizing tax-advantaged accounts, engaging in charitable giving, and leveraging estate planning tools are some effective methods. Utilize Tax-Advantaged Accounts Contributing to retirement accounts such as IRAs and 401(k)s offers significant tax advantages. For example, Traditional IRAs allow you to deduct…

When your child graduates from private preschool, it marks a significant milestone not just in their life but in your financial journey as well. The funds previously allocated to preschool tuition can now be redirected to other important financial goals. Here are some smart ways to manage and invest that money effectively. 1. Build or…

I’m back from a month-long social media hiatus due to ACL reconstructive surgery! The medical bills have been rolling in like wildfire and I’ve been having to educate myself on my health insurance policy coverage so that I navigate all of these bills properly. Having said that, I thought I’d share some tips on how…